Merit Financial Group
SPOT icon

Merit Financial Group’s Spotify SPOT Stock Holding History

Merit Financial Group’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.9M Buy
3,894
+629
+19% +$320K 0.01% 812
2026
Q2 		$1.5M Sell
3,265
-576
-15% -$275K 0.01% 873
2026
Q1 		$1.86M Sell
3,841
-623
-14% -$313K 0.01% 706
2025
Q4 		$2.59M Sell
4,464
-390
-8% -$244K 0.02% 543
2025
Q3 		$3.39M Buy
4,854
+227
+5% +$159K 0.03% 410
2025
Q2 		$3.55M Buy
4,627
+447
+11% +$287K 0.04% 355
2025
Q1 		$2.3M Buy
4,180
+932
+29% +$521K 0.03% 383
2024
Q4 		$1.45M Buy
3,248
+2,303
+244% +$986K 0.03% 418
2024
Q3 		$348K Sell
945
-764
-45% -$254K 0.01% 639
2024
Q2 		$536K Buy
1,709
+6
+0.4% +$1.81K 0.01% 565
2024
Q1 		$504K Sell
1,703
-797
-32% -$187K 0.01% 568
2023
Q4 		$470K Buy
+2,500
New +$437K 0.01% 511
2023
Q3 		– Sell
-1,501
Closed -$241K – 783
2023
Q2 		$241K Buy
+1,501
New +$218K 0.01% 655

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Technology Crossover Management XI
Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Merit Financial Group's SPOT Position: Q3 2026 in Review

Merit Financial Group increased its Spotify (SPOT) stake by 19% in Q3 2026, buying an estimated $320K and bringing the position to 3,894 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #812.

Merit Financial Group first reported a position in SPOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.55M in Q2 2025. 615 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Merit Financial Group held 3,894 shares of Spotify worth $1.9M as of Q3 2026.
  • Merit Financial Group bought 629 Spotify shares in Q3 2026, an estimated $320K.
  • Spotify made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #812 holding.
  • Merit Financial Group first reported a position in Spotify in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Spotify position peaked at $3.55M in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.